Vijay Raj – Financial Adviser

Adviser identifying number: 310658
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: LA VERNE CAPITAL PTY LTD
Licence number: 482937
Licensee’s ABN:
Licence controlled by: Charu GOSWAMI

The date the Financial Adviser commenced the appointment: 03/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LA VERNE CAPITAL PTY LTD
Authorised Representative identifying number: 482937
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
  • Certificate IV Financial Services (Finance/Mortgage Broking) – Kaplan Professional
  • Diploma of Finance and Mortgage Broking Management – Intellitrain Pty Ltd
  • Diploma of Financial Services (Financial Planning) – Tribeca
  • SMSF Speacialist – Cavendish Adelaide University

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • MFAA Mortgage and Finance Association of Australia
  • National Insurance Brokers Association (NIBA)
  • SMSF Association
  • Stockbrokers Association of Australia

Vijay Raj is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation